Experienced Financial Advisor at Tru Cooperative
V
Valley First
📍 penticton, bc, Canada
Job Description
Enhance your financial expertise as a Senior Financial Advisor with Tru Cooperative Bank in BC. Build member relationships, provide financial solutions, and drive sales through exceptional service.
This critical role focuses on managing a diverse portfolio by identifying members' financial needs and offering tailored investment and lending solutions. As a Senior Financial Advisor, you will work closely with members who typically have investible assets between $100,000 and $500,000, ensuring they receive personalized guidance and support. Your contributions will directly support branch goals and enhance community relationships.
Key Responsibilities: • Build strong relationships with assigned members • Offer personalized investment and lending guidance • Process complex transactions accurately • Mentor branch employees on financial products • Promote Tru Cooperative’s services actively
Requirements: • 2-3 years as a Financial Advisor • Mutual Funds License mand...
This critical role focuses on managing a diverse portfolio by identifying members' financial needs and offering tailored investment and lending solutions. As a Senior Financial Advisor, you will work closely with members who typically have investible assets between $100,000 and $500,000, ensuring they receive personalized guidance and support. Your contributions will directly support branch goals and enhance community relationships.
Key Responsibilities: • Build strong relationships with assigned members • Offer personalized investment and lending guidance • Process complex transactions accurately • Mentor branch employees on financial products • Promote Tru Cooperative’s services actively
Requirements: • 2-3 years as a Financial Advisor • Mutual Funds License mand...